Analyze DocuSign Data in Infragistics Reveal

Reveal, an offering from Infragistics, serves as a data visualization tool that seamlessly integrates with CData Connect Cloud. Together, they empower users to deliver dynamic dashboards using real-time data from a diverse range of data sources, including DocuSign data. In this article, we will guide you through the process of connecting to DocuSign via Connect Cloud and subsequently linking Connect Cloud with Infragistics Reveal to construct a straightforward dashboard.

Connect to DocuSign from Infragistics Reveal

To work with live DocuSign data in Infragistics Reveal, we need to connect to DocuSign from Connect Cloud, provide user access to the connection, and create OData endpoints for the DocuSign data.

(Optional) Add a New Connect Cloud User

As needed, create Users to connect to DocuSign through Connect Cloud.

1. Navigate to the Users page and click Invite Users
2. Enter the new user's email address and click Send to invite the user
3. You can review and edit users from the Users page

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

1. Click on your username at the top right of the Connect Cloud app and click User Profile.
2. Oa the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
3. Give your PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Connect to DocuSign from Connect Cloud

CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "DocuSign" from the Add Connection panel
3. Enter the necessary authentication properties to connect to DocuSign.

   To connect to DocuSign, set the following connection properties:

   • UseSandbox: indicates whether current user account is sandbox or not (FALSE by default)
   • AccountId (optional): set it in the connection string if you have access to multiple Account Ids

   Authenticating to DocuSign

   DocuSign uses the OAuth authentication standard. To authenticate using OAuth, you will need to create an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties. See the Help documentation more information.

4. Click Create & Test
5. Navigate to the Permissions tab in the Add DocuSign Connection page and update the User-based permissions.

Add DocuSign OData Endpoints in Connect Cloud

After connecting to DocuSign, create OData Endpoints for the desired table(s).

1. Navigate to the OData page and click Add to create new OData endpoints
2. Select the DocuSign connection (e.g. DocuSign1) and click Next
3. Select the table(s) you wish to work with and click Confirm

With the connection and OData endpoints configured, you are ready to connect to DocuSign data from Infragistics Reveal.

Create a Dashboard in Reveal

With Connect Cloud configured, we can visualize DocuSign data in Reveal.

1. Log into Reveal and click Dashboards -> New
2. Click Data Sources -> OData Feed
3. Specify the Connect Cloud OData API endpoint URL (found on the OData page): https://cloud.cdata.com/api/odata/service
4. Select Generic Credentials and
   • Set Username to a Connect Cloud username (e.g. user@mydomain.com)
   • Set Password to the PAT for the user
5. Select the entity you wish to visualize
6. Select fields and choose a chart type

More Information & Free Trial

At this point, you have created a simple dashboard from live DocuSign data. For more information on creating OData feeds from DocuSign (and more than 100 other sources), visit the Connect Cloud page. Sign up for a free trial and start working live DocuSign data in tools that consume OData APIs.